Starting a Task Mining project from Process Mining

Introduction

Different UiPath® products work together to discover, investigate and build automation and communicate process improvements. Task Mining is an AI driven discovery product. It collects employee desktop data comprising screenshots and logs data upon each user action (mouse click, keystroke). Then it leverages AI to analyze the data. For more information on Task Mining, see the Task Mining documentation.

Process Mining and Task Mining

With Process Mining you extract the data from your business applications to get a detailed understanding of overall business processes. From Process Mining, you can zoom in on certain activities with Task Mining to gain deeper understanding of the tasks employees perform on their desktops to execute the activities.

Starting a Task Mining project from Process Mining

When you identify a bottleneck in your process while analyzing or want to get more granular visibility, you can start a Task Mining project from any process graph in Process Mining. This enables you to get an end-to-end view of your process including system and desktop level interactions which can help you to better understand users' behaviors and intentions better during the process execution.

Note: You can also start a Task Mining project when performing a Root Cause Analysis or Smulating Automation Potential.

Prerequisites

The Start new Task Mining project option in Process Mining will be enabled when the following prerequisits are met.

• The Task Mining service must be enabled on the same tenant as Process Mining.
• You need access rights in Task Mining to create Task Mining projects.
• You must have the Administrator or Project Creator role in Task Mining.

Starting a Task Mining project

Follow these steps to start a Task Mining project.

1. In the process graph, select the activity for which you want to see task level information.

2. Select Task Mining - >Submit to Task Mining project from the context menu.

   The Submit to Task Mining wizard is displayed at the right.

3. Enter a name for the Task Mining project in the Project name field.

4. If desired, change the Description. By default, the name of the selected activity and the link to the Task Mining project that will be created are displayed in the Description field.

5. Select Next to go to the Invite users step.

6. Add recording users by typing the username, group name, or email and select the desired result from the dropdown list.

   Note:

   Users will receive an email invitation to the project and a link to download the Task Mining recorder.

7. Select Create to create the Task Mining project and to start the recording. You can select the Task Mining project link to view the Task Mining project and to analyze the results.

See also: Introduction to Task Mining.

Viewing Task Mining projects

You can view the Task Mining projects that were created for the activity directly from the process graph menu and open the project in Task Mining.

Follow these steps to view the Task Mining projects started from your process.

1. In the process graph, select Task Mining -> View Projects from the menu.

   The Task Mining projects panel is displayed, showing the Task Mining project cards for the projects created from the process app.

2. Select View in Task Mining to open the project in Task Mining.

The Task Mining project is opened in Task Mining in a new browser tab.